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THE TEAM

A.J. Kratz

CFA, CFP®
Advisor

Amy Alexander

CPA
Controller & Assistant Compliance Officer

Chelsea Sloan

Director of People Experience

Cordia Kuykendall

People Experience Specialist

Katie Stephenson

CFP®
Advisor

Michael C. Shaul

CFP®
Advisor

Richard Paessler

President & Chief Compliance Officer

Shakeel Manji

Associate Advisor

OUR VALUES

Community

We give back to the local community and partner with Mid-South leaders. 

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